Daniel Lipinski
Daniel Lipinski Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 51 assets.
Est. Net Worth
$1.8M
2008 annual disclosure
Total Assets
$952K - $2.6M
51 assets
Total Liabilities
$0
0 liabilities
Total Trades
102
From PTR filings
Trade Volume
$1.2M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.8M |
| 2009 | $1.5M |
| 2010 | $2.5M |
| 2011 | $2.5M |
| 2011 | $2.3M |
| 2012 | $2.1M |
| 2013 | $2.1M |
Assets by Category
Mutual Funds$660K (20)
Bank & Cash$502K (7)
Retirement & Pension$474K (21)
Stocks$140K (3)
Top Stock Holdings (from trades)
All Assets (51)
| Asset | Value |
|---|---|
401k American Fund Growth Fund | $1,001 - $15,000 |
401k Coventry Stock | $50,001 - $100,000 |
401k Equity Index Trust | $15,001 - $50,000 |
401k Fidelity Contrafund | $1,001 - $15,000 |
401k Fidelity Low Price Stock Fund | $15,001 - $50,000 |
401k Fidelity Puritan Fund | $15,001 - $50,000 |
401k Marsh & McLennan Stock | $15,001 - $50,000 |
401k Neuberger Genesis Fund | $15,001 - $50,000 |
401k PIMCO Total Return Fund | $1,001 - $15,000 |
401k Putnam S&P 500 Index Fund | $1,001 - $15,000 |
401k Summit Cash Reserve Fund | $1,001 - $15,000 |
401k Templeton Foreign Fund | $15,001 - $50,000 |
401k TRP Midcap | $50,001 - $100,000 |
401k Vanguard Growth & Income | $1,001 - $15,000 |
401k Vanguard Midcap Stock Index | $15,001 - $50,000 |
401k Vanguard Prime Cap | $1,001 - $15,000 |
Arbitrage Fds Class R | $15,001 - $50,000 |
Caldwell & Orkin Market Opp Fund | $50,001 - $100,000 |
Corus Bank | $100,001 - $250,000 |
Coventry Healthcare Stock | $15,001 - $50,000 |
Diamond Hill Focus Long Short | $15,001 - $50,000 |
First Eagle Global Fund CL I | $50,001 - $100,000 |
First National Bank of LaGrange | $1,001 - $15,000 |
Hussman Inv Tr Strategic Growth | $15,001 - $50,000 |
IRA Arbitrage Funds Class R | $1,001 - $15,000 |
IRA Caldwell & Orkin Market Opp Fund | $1,001 - $15,000 |
IRA Eaton Vance St. Floating Rate | N/A |
IRA Highland Floating Rate | $1 - $1,000 |
IRA JP Morgan Chase & Co Sr | $1,001 - $15,000 |
IRA JP Morgan Chase Bank Cd | $15,001 - $50,000 |
IRA Met West Strategic Inc | N/A |
IRA Pimco Developing Local Markets | $15,001 - $50,000 |
IRA PIMCO Floating Income Inst | N/A |
IRA TD Bank Money Market | $28,877 - $28,877 |
IRA Vanguard 500 Index Fund | $1,001 - $15,000 |
Leuthold Core | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Merger Fund SBI | $15,001 - $50,000 |
| $50,001 - $100,000 | |
Metlife TCA Money Market Account | $50,001 - $100,000 |
American West Strategic Income | N/A |
PIMCO All Asset Fund Instl Cl | $15,001 - $50,000 |
Retirement CRFF Bond Mk | $1,001 - $15,000 |
Retirement CRFF Equity Index | $1,001 - $15,000 |
Retirement CRFF Growth | $1,001 - $15,000 |
Retirement CRFF Stock | $1,001 - $15,000 |
Retirement TIAA Traditional | $1,001 - $15,000 |
TDAM Cash | $1,001 - $15,000 |
TDAM Money Market Portfolio | $50,001 - $100,000 |
Vanguard 500 | $100,001 - $250,000 |
Wachovia Bank | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$24K
Basic Materials$8K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).